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Number sequence defined on customer group should be considered when converting prospect to customer.

Rowan Elsaman on 5/5/2023 12:36:42 PM

During Convert to prospect customer process, system is taking the Accounts Receivable number sequencer setup instead of number sequencer linked to the customer group. System can't take the number sequencer linked to the customer group. When partner create New customer system is taking the actual number sequencer from the customer group which is correct. 


Category: Sales and marketing
STATUS DETAILS
Declined
Ideas Administrator

Administrator on 6/18/2023 4:30:57 PM

Thanks for creating this Idea. For us to fully understand and thereby assess your idea and, we ask that you add one or more scenarios as examples or use cases detailing your idea. it is not possible to assign a specific number sequence by customer group. Please provide additional clarification. When you are able to add this additional information, please create a new Idea for us to assess. We want to thank you in advance and appreciate the effort that you put into this clarification. 

Comments

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RE: Number sequence defined on customer group should be considered when converting prospect to customer.

Mohamed Amer on 5/5/2023 12:41:04 PM

Voted

Category: Sales and marketing